Tsla
Asset Allocation
| Position | Category/Sector | Target Weight |
|---|---|---|
TSLA Tesla, Inc. | Consumer Cyclical | 100% |
Performance
Performance Chart
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The earliest data available for this chart is Jun 29, 2010, corresponding to the inception date of TSLA
Returns By Period
As of May 11, 2025, the Tsla returned -26.14% Year-To-Date and 33.91% of annualized return in the last 10 years.
| YTD | 1M | 6M | 1Y | 5Y* | 10Y* | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | -3.77% | 7.44% | -5.60% | 8.37% | 14.12% | 10.46% |
| Tsla | -26.14% | 18.17% | -7.15% | 77.04% | 40.86% | 33.91% |
| Portfolio components: | ||||||
TSLA Tesla, Inc. | -26.14% | 18.17% | -7.15% | 77.04% | 40.86% | 33.91% |
Monthly Returns
The table below presents the monthly returns of Tsla, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 0.19% | -27.59% | -11.54% | 8.87% | 5.71% | -26.14% | |||||||
| 2024 | -24.63% | 7.79% | -12.92% | 4.26% | -2.84% | 11.12% | 17.28% | -7.74% | 22.19% | -4.50% | 38.15% | 17.00% | 62.52% |
| 2023 | 40.62% | 18.76% | 0.85% | -20.80% | 24.11% | 28.36% | 2.16% | -3.50% | -3.05% | -19.73% | 19.54% | 3.50% | 101.72% |
| 2022 | -11.36% | -7.08% | 23.80% | -19.19% | -12.92% | -11.19% | 32.38% | -7.25% | -3.76% | -14.22% | -14.43% | -36.73% | -65.03% |
| 2021 | 12.45% | -14.87% | -1.12% | 6.21% | -11.87% | 8.71% | 1.10% | 7.06% | 5.40% | 43.65% | 2.76% | -7.69% | 49.76% |
| 2020 | 55.52% | 2.68% | -21.56% | 49.21% | 6.79% | 29.32% | 32.50% | 74.15% | -13.91% | -9.55% | 46.27% | 24.33% | 743.44% |
| 2019 | -7.75% | 4.19% | -12.51% | -14.71% | -22.43% | 20.68% | 8.12% | -6.62% | 6.76% | 30.74% | 4.77% | 26.79% | 25.70% |
| 2018 | 13.80% | -3.18% | -22.42% | 10.43% | -3.12% | 20.45% | -13.07% | 1.18% | -12.23% | 27.40% | 3.90% | -5.04% | 6.89% |
| 2017 | 17.89% | -0.77% | 11.32% | 12.85% | 8.58% | 6.04% | -10.55% | 10.03% | -4.16% | -2.81% | -6.84% | 0.81% | 45.70% |
| 2016 | -20.34% | 0.38% | 19.72% | 4.78% | -7.28% | -4.91% | 10.60% | -9.70% | -3.76% | -3.09% | -4.21% | 12.82% | -10.97% |
| 2015 | -8.46% | -0.13% | -7.17% | 19.75% | 10.95% | 6.96% | -0.79% | -6.42% | -0.26% | -16.70% | 11.27% | 4.23% | 7.91% |
| 2014 | 20.60% | 34.95% | -14.85% | -0.27% | -0.06% | 15.54% | -6.98% | 20.78% | -10.02% | -0.40% | 1.17% | -9.04% | 47.85% |
Expense Ratio
Tsla has an expense ratio of 0.00%, meaning no management fees are charged. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 77, Tsla is among the top 23% of portfolios on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
This table presents a comparison of risk-adjusted performance metrics for positions. Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Martin ratio | |
|---|---|---|---|---|---|
TSLA Tesla, Inc. | 1.03 | 1.74 | 1.21 | 1.15 | 2.83 |
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Dividends
Dividend yield
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Tsla. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Tsla was 73.63%, occurring on Jan 3, 2023. Recovery took 488 trading sessions.
The current Tsla drawdown is 37.84%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -73.63% | Nov 5, 2021 | 291 | Jan 3, 2023 | 488 | Dec 11, 2024 | 779 |
| -60.63% | Feb 20, 2020 | 20 | Mar 18, 2020 | 56 | Jun 8, 2020 | 76 |
| -53.77% | Dec 18, 2024 | 75 | Apr 8, 2025 | — | — | — |
| -53.51% | Sep 19, 2017 | 428 | Jun 3, 2019 | 139 | Dec 18, 2019 | 567 |
| -49.77% | Sep 5, 2014 | 361 | Feb 10, 2016 | 288 | Apr 3, 2017 | 649 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Diversification
Diversification Metrics
Number of Effective Assets
The portfolio contains 1 assets, with an effective number of assets of 1.00, reflecting the diversification based on asset allocation. This number of effective assets suggests a highly concentrated portfolio, where a few assets dominate the allocation, potentially increasing the portfolio's risk due to lack of diversification.
Asset Correlations Table
| ^GSPC | TSLA | Portfolio | |
|---|---|---|---|
| ^GSPC | 1.00 | 0.45 | 0.45 |
| TSLA | 0.45 | 1.00 | 1.00 |
| Portfolio | 0.45 | 1.00 | 1.00 |